Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Safir Wealth Advisors, LLC
- $139 Million
- Q4 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 32,093 shares of VUG stock, worth $15.5 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
32,093
Previous 33,057
2.92%
Holding current value
$15.5 Million
Previous $15.9 Million
2.13%
% of portfolio
11.15%
Previous 11.34%
Shares
21 transactions
Others Institutions Holding VUG
# of Institutions
2,924Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio